Who is eligible for a tax refund

On income tax refund to eligible taxpayers who have suffered in the past tax period the financial costs of treatment, medicines, training, charitable purposes; the participants of voluntary pension co-financing; those who incurred expenditure on the construction, real estate acquisition, completion and finishing houses. Property tax deduction can be granted only once in a lifetime, there is also the upper limit amount for tax refund in this case.

The documents confirming specified in Declaration 3-personal income tax costs, the IRS takes into consideration in the course of three years, after this period, the taxpayer cannot claim tax deduction and refund.

The order of consideration of the application

After the adoption of the Declaration by the tax officer, in accordance with article 88 of the tax code, the tax authority is given 3 calendar months to carry out a Desk audit of the submitted documents. After this period, issued a conclusion on the results of this investigation and the decision to grant the tax deduction to future tax period, the refund amount of tax paid when buying property or denial of reimbursement. In any case, the taxpayer is sent a notification.

In the case of taking on positive solutions, the next step involves writing the taxpayer of a statement of transfer of funds to the account of the applicant. To do this, the law allows 1 month. Thus, the maximum period for the transfer if a positive decision cannot exceed 4 calendar months.

Upon delivery of incomplete declarations incomplete package of documents may be required to file revised Declaration, the tax inspection must notify officially. The taxpayer has the right at any time to be interested in, on what stage of consideration is his statement.

What if the deadline for repayment, and there is no money back?

If the work of the tax office calls the claim, you can make a written complaint to the regional Office of FNS with a detailed description of the problem. For its submission provided for a period of 3 calendar months from the moment when it became apparent inaction of the tax. The complaint shall be considered within 1 month. If the issue is still not resolved, the taxpayer may file a claim in court.

Advice 2: What documents are needed for reimbursement of personal income tax for tuition

The return of the tax to incomes of physical persons (NDFL) for the training procedure, which allows you to return 13% of the amount the taxpayer paid for their education or the education of their child.

You will need

1. Certificate form 2-pit

2. Copy of passport

3. A copy of the personal account

4. A copy of the contract with educational institution

5. A copy of the license of the institution

6. Copy of checks, receipts,

7. A copy of the birth certificate of the child (if the payment was made for the education of minors child)

8. Additional agreement to the contract or the order about the change of the tuition fees (if in the receipt the amount for training more than in contract)

9. A certificate from the Dean's office, that the child learns at day-time education.

Instruction

1

To fill in the Declaration form 3-NDFL. To do this you need to appeal to their accounts at the place of work, with a request to issue a certificate form 2-pit.

To make a Declaration in two ways – yourself or turn to a firm that will help to fill in the Declaration form 3-NDFL. The second method is suitable for people who are not familiar in filling returns or just want to save time. To fill in the Declaration itself, you can use the program, the Taxpayer 2013, which is in free access on the official website of the tax authorities www.nalog.ru

2

Collect the following documents: 1. Copy of passport (the front part and registration) 2. A copy of the personal account (reversal passbook) 3. A copy of the contract with educational institution 4. A copy of the license of the institution 5. Copy of checks, receipts, 6. A copy of the birth certificate of the child (if the payment was made for the education of minors child) 7. Additional agreement to the contract or the order about the change of the tuition fees (if in the receipt the amount for training is greater than that specified in the contract) 8. A certificate from the Dean's office, that the child learns at day-time education.

Note

This list of documents can still be expanded on request of the tax inspector. Be prepared to present originals of the following documents: contract with educational institution, checks and receipts for tuition.

Useful advice

Just have to fill out an application for the provision of social deduction. Statement example

The tax office From the name Residing at: Passport: INN

STATEMENT The provision of social deduction on personal income tax In accordance with article 218 of the tax code of the Russian Federation asking to provide me with a social tax deduction under the tax to incomes of physical persons for 2013 in the amount of rubles at: training my child in the municipal budgetary educational institution In accordance with paragraph 6 of article 78 of the tax code asking me to return the overpayment of personal income tax for 2013 in the amount of RUR incurred in connection with providing me a tax deduction for personal income tax The amount to be returned from the budget, please list the following details:

Application: 1. Copy of passport 1 copy on 2 sheets 2. Help 2-personal income tax 2013 in 1 copy on 1 sheet 3. A copy of the contract on the education of daughters - 1 sheet 4. A copy of the license to conduct educational activities - 1 sheet 5. Copy birth certificates - 1 sheet 6. Copies of receipts for training - 6 sheets 7. A copy of the passbook of the savings Bank of Russia - 1 sheet

Date Signature

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